AVP Investment Operations

AVP Investment Operations

Salary: $,000+Bonus

Seeking a hands-on Investment Operations leader with deep experience in cash, reconciliations, treasury from investments or banking related backgrounds.

What we like about this AVP Investment Operations role:

• Hybrid role!
• Prestigious, highly stable and active organization.
• Player-Coach opportunity:
  Build a function with meaningful ownership rather than inherit a mature, fixed process.
• Influence how complex investment activity is managed across teams.
• Contribute ideas to evolving workflows, including potential use of AI and automation.
• Work in a growing organization with opportunities to engage across all investment operations broadening your scope.
• Excellent benefits: generous PTO, additional paid time off for volunteering opportunities, benefits begin day 1 of employment!
• Highly technical and well-advanced team
• Access to a gym with several different activities including goat yoga and more!

The AVP Investment Operations role at a glance:

• Lead and develop the operations reconciliations team.
• Focus on full oversight and establishing processes and controls around bank reconciliations, position and cash breaks, etc.
• Coordinate with Investment Accounting to ensure transactions, positions, and cash activity are recorded completely and accurately
• AVP Investment Operations will be responsible for internal transfers and private credit workflows.
• Contribute ideas to evolving workflows, including potential use of AI and automation.
• Additional duties as assigned.

Preferred Qualifications of AVP Investment Operations:

• BS Accounting
• Direct experience managing reconciliations, cash movements, and control frameworks in a regulated investment environment. OR direct experience managing treasury functions with a financial institution.

#LI-SP1

#INOCT
2026